---
title: "Invoice > Create an Invoice on Account"
canonical: "https://technology.bytangram.com/space/TGKB/257327457/Invoice%20%3E%20Create%20an%20Invoice%20on%20Account"
format: markdown
---
In WorkBook an invoice is created via the jobs module. The invoice type** invoice on account** is used when a job requires multiple invoices and is useful when billing a percentage of the price quote or billing to project milestones. 

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## CREATE INVOICE ON ACCOUNT

- In the **jobs list** > select the **job**
- Click the **invoice** icon

![image](media://173d3cda-4d05-4831-a144-dc825fed77eb)

- Click **create new** button
- In the **create new invoice** pop up:
  - Select **invoice type **
  - Insert correct **invoice date**
  - In copy data from, make sure it is showing ‘**Nothing’ **(Note: if there is an option selected on this field, simply hover the mouse over to the field, there will be a cross 'X' icon displayed on the right-hand side of the field that allows you to clear the selection)

![image](media://872a3863-3603-42c4-86ee-37308742119f)

- Click **ok**

![image](media://e6349399-67e5-463e-9b66-7e101ca77b52)

> ℹ️ In this example we have chosen to create an ‘invoice on account’ and to ‘copy from nothing’ - creating an invoice from scratch. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the relevant article.

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## ADD INTRODUCTORY OR FINAL COMMENT TEXT

- You can add** introductory notes **or **final comment** text to your invoice via the **header** tab.
- Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

![image](media://4eff2eb3-7fb6-4098-aebc-aea6b31611c4)

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## ADD OR AMEND PHASES

- To add or amend phases go to the **phases** tab
- If required, add **description text**

![image](media://00d8a06e-1bff-40c9-8ce9-49897ae18fef)

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## ADD TIME-BASED ITEMS

- To build out your invoice and add time-based items, go to the **lines** tab
- In the** activity** column, select the appropriate time-based **activity **from the dropdown list or enter the activity number to refine the list
- If required, amend the **activity text **(this is the text that will be printed onto your invoice if you choose to show it)
- Add the **number of hours** in the **hours **column and the **amount** will update according to the activity’s hourly rate

> ℹ️ The hourly rate for the selected activity will automatically pull through from the price list assigned to the job.

![image](media://98664233-3849-42d4-9d84-b7d08f9d1d40)

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## ADD THIRD PARTY COSTS

- To add third party items (purchases), go to the **lines** tab
- In the** activity** column, select the appropriate third party **activity**
- If required, amend the** activity text **(this is the text that will be printed on to your invoice if you choose to show it)
- Add the **cost** to your business (ex GST) in the **purchases** column
  - Enter the **% mark-up** in the **profit margin **column, i.e. 15% is entered as 1.15, or
  - Enter the **$ value mark-up** to the extra column

![image](media://d112c834-28d5-4ad6-b3b7-b1bfb851a832)

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#### Related articles

> Macro (contentbylabel)